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CRM Manager Job Description: Top Duties and Qualifications

Edited by Indeed Employer Content Team
Last updated November 6, 2025
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4 min read

Customer Relationship Management (CRM) Managers develop strategies to increase customer engagement and use CRM systems more effectively. Consider including duties such as managing CRM software, coordinating targeted marketing campaigns and analyzing customer data in your CRM Manager job description.

CRM Manager duties and responsibilities

CRM Managers can use their technical skills and understanding of marketing and sales principles to grow a company’s customer base. They also typically maintain accurate customer data and update CRM systems to align with business needs. They may also liaise between the marketing and sales departments, helping all employees effectively use CRM data.

Typical CRM Manager duties and responsibilities you might want to include in your job description are:

  • Managing and optimizing CRM platforms
  • Developing customer journey maps
  • Monitoring key performance indicators (KPIs), such as customer engagement rate and retention rate
  • Implementing or updating CRM systems
  • Training employees to use CRM systems effectively
  • Collaborating with sales and marketing professionals to attract and retain new customers
  • Overseeing privacy compliance within a company’s CRM system, including the General Data Protection Regulation (GDPR)

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CRM Manager Job Description Examples

Example 1

Marketing is one of the most important departments here at FasTrax Solutions. Included in our Marketing team is Digital, Creative, B2B, B2C, Web Design & Development, and Content Writing! When joining FasTrax Solutions, you re gaining a family of marketing experts with as much passion for loyalty and the customer experience as you do. Marketing is for someone who is not afraid to dig a little deeper and show a great interest in consumer loyalty and products.

We are looking for someone who is consistently asking themselves What can we do to make things even easier for the consumer? The Loyalty & CRM Manager/Specialist will be responsible for supporting CRM efforts and guiding the Loyal
  • n
  • Save loyalty program s growth and success. This person will be in charge of determining the most likely path of any given customer through their loyalty journey in order to increase their value and create brand ambassadors. We are looking for an individual who is motivated, strategic, is results-oriented, and has experience building customer loyalty programs.

Responsibilities

  • Assist with customer loyalty program strategy and integration
  • Manage loyalty rewards platform
  • Work with the creative team to generate assets for loyalty program campaigns
  • Work with Customer Loyalty Service Representatives to improve and ensure a positive customer experience
  • Oversee consumer data management and build strategies for profiling and manipulation
  • Work with Marketing Manager to enhance the customer journey and create campaigns that support the Loyal
  • n
  • Save program

Requirements, Experience, and Skills

  • Bachelor s Degree (or equivalent professional experience)
  • 3-5 years working with Customer Loyalty Programs, Customer Journey Tracking, and CRM
  • Experience supporting online loyalty programs
  • High attention to detail and ability to multitask priorities with tight deadlines
  • Ability to gather information and build reports that clearly state results and make recommendations for improvements
  • Ability to work both independently and in cross-functional settings
  • Excellent verbal and written communication skills
  • Zoho experience a plus!

Who is FasTrax Solutions?

FasTrax Solutions is a software development company specializing in retail POS, warehouse management, digital marketing, as well as customer loyalty and reward solutions. Our products are designed to function as independent applications while also seamlessly integrating to take full advantage of building an end to end enterprise package. Join the team today!

Job Type: Full-time

Benefits:
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
Schedule:
  • Monday to Friday

Ability to commute/relocate:
  • Rock Hill, NY 12775: Reliably commute or planning to relocate before starting work (Required)

Experience:
  • CRM Management: 3 years (Preferred)
  • Zoho knowledge/: 3 years Location: One location

Example 2

Job Description:

HealthyLine is looking for an Email Marketing & CRM Manager with a specialization in health & wellness marketing to join our dynamic team. This role is crucial for leveraging sophisticated email marketing strategies and CRM management to drive customer acquisition, conversion, and retention. The ideal candidate will have a robust background in digital marketing, with a profound expertise in using Klaviyo and other CRM platforms to create impactful, data-driven campaigns that resonate with both B2B and B2C audiences.



Responsibilities:
  • Develop and implement comprehensive email marketing strategies to enhance engagement and drive sales, using Klaviyo to manage email campaigns and automate marketing communications.
  • Develop and execute aligned SMS strategies.
  • Collaborate with the marketing team to integrate email/sms marketing with broader marketing campaigns, ensuring a cohesive communication strategy across all channels.
  • Manage and optimize CRM processes to improve customer data analysis and segmentation, facilitating targeted and personalized marketing efforts.
  • Oversee the creation of email content, including design, copywriting, and A/B testing to ensure high open and click-through rates.
  • Monitor and report on the performance of email marketing campaigns and CRM initiatives, using analytics to drive improvements and innovation in our approach.
  • Stay updated with the latest trends in email marketing and CRM technologies, applying best practices to continuously enhance our strategies and systems.
  • Work closely with IT and web development teams to ensure seamless integration of CRM systems with other digital platforms within HealthyLine.
  • Manage relationships with external vendors and agencies to ensure high-quality and timely execution of marketing programs.



Qualifications:
  • Proven expertise in email marketing and CRM management, with strong practical experience in Klaviyo.
  • Deep understanding of digital marketing principles, including segmentation, targeting, tracking, and analytics.
  • Minimum of 3 years of experience in digital marketing, with a focus on email strategy and CRM systems.
  • experience in CRM marketing, including email, push notifications, lifecycle management
  • Proficiency in Freshsales CRM, including journey building and dynamic content creation
  • Excellent skills in data analysis and campaign performance evaluation.
  • Strong project management abilities, capable of leading initiatives across multiple departments and aligning team efforts to organizational goals.
  • Exceptional communication and interpersonal skills, adept at working with cross-functional teams and external partners.
  • Knowledge of the latest digital marketing tools and technologies, with a particular focus on email marketing automation and customer relationship management.
  • Ability to thrive in a fast-paced, dynamic environment while managing multiple priorities.
  • ​​Track the competitive landscape and stay current on trends and best practices in CRM and channel marketing, and advise the team accordingly
  • Ensure compliance with CAN-SPAM and GDPR regulations



Salary Starts at: $70,000

Job Type: Full-time

Pay: From $70,000.00 per year

Benefits:
  • Employee discount
Experience level:
  • 3 years
Schedule:
  • 8 hour shift
  • Monday to Friday



Experience:
  • Marketing automation: 3 years (Preferred)

Ability to Commute:
  • New York, NY (Required)

Ability to Relocate:
  • New York, NY: Relocate before starting work Location: In person

Example 3

Position Overview:We're seeking a CRM Specialist with expertise in HubSpot to join our team. This role is responsible for the successful configuration, deployment, and management of our HubSpot CRM system to optimize our sales, marketing, and customer support processes.

HubSpot CRM Management: Configure, deploy, and customize HubSpot to meet our specific business needs.
Ensure data integrity by implementing best practices in data management and deduplication.
Create and manage user roles, and permissions, and ensure data security.

Integration & Automation: Integrate HubSpot with other systems and tools, ensuring seamless data flow and alignment.
Set up workflows and automation processes to improve team efficiency and lead nurturing processes.

Reporting & Analytics:Build custom reports and dashboards to provide insights into sales and marketing performance.
Continuously analyze CRM data to identify trends, insights, and areas of improvement.

Training & Support:Train new users on HubSpot and provide continuous training as the system evolves.
Serve as the first point of contact for any HubSpot related issues, troubleshooting, and resolving them in a timely manner.

Continuous Improvement:Stay updated with HubSpot features and updates, ensuring our organization is leveraging the platform to its fullest potential.
Provide recommendations for CRM enhancements and integrations that will improve overall efficiency and effectiveness.

Job Types: Part-time, Contract, Temporary

Salary: $500.00 - $800.00 per month

Experience level:
  • 4 years



Experience:
  • HubSpot: 2 years (Required)
  • CRm - customer nurturing: 1 year (Preferred)

Security clearance:
  • Confidential Location: Remote
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Indeed’s Employer Resource Library helps businesses grow and manage their workforce. With over 15,000 articles in 6 languages, we offer tactical advice, how-tos and best practices to help businesses hire and retain great employees.

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What does a CRM Manager do?

CRM Managers oversee customer relationships, helping a company increase its revenue. This role helps provide management with data for making informed decisions about new products, services, marketing campaigns or public relations (PR) initiatives. The CRM Manager may also oversee a company’s CRM system, ensuring CRM tools meet the needs of each user.

CRM Manager skills and qualifications

You might look for candidates familiar with Salesforce or other CRMs for collecting and analyzing customer data. CRM Managers can also benefit from strong interpersonal skills, as the role often involves training system users or introducing features to the management team.

You might look for other skills, including:

  • Extensive knowledge of industry products and services
  • Proficiency in using CRM data to adjust sales and marketing campaigns
  • Teamwork skills for collaborating with members of other departments
  • Ability to create customer segments based on broad marketing data
  • Strong problem-solving skills
  • Ability to troubleshoot CRM tools and integrated applications
  • Understanding of data privacy and security regulations

CRM Manager experience requirements

The CRM Manager role can positively influence your customer service, sales and marketing departments, so consider candidates with experience in any of those areas. Alternatively, you might search for candidates with experience developing CRM software or training team members to use it effectively.

CRM Manager education and training requirements

It’s possible to learn the necessary skills for a CRM Manager role on the job or through company-sponsored training programs, so using a skills-first hiring approach can be a good strategy.

For example, you might hire a candidate with customer service experience and transferrable skills, such as problem-solving, sales or marketing, and train them to use your company’s CRM system.

CRM Manager salary expectations

According to Indeed Salaries, CRM Managers in the United States have an average annual salary of $94,703. However, the salary for your CRM Manager position may depend on location, the candidate’s experience and your company’s approach to compensation management.

CRM Manager salary expectations

2025-10-0131000.0099230.87205000.00YEARLY
  • Common salary: 99230.87 YEARLY
  • Typical salaries range from 31000.00 - 205000.00 YEARLY
  • Find more information on Indeed Salaries

*Indeed data – 2025-10-01

Job description samples for similar positions

If the CRM Manager roles and responsibilities don’t align with your organization’s needs, consider these related job descriptions for similar positions:

CRM Manager job description FAQs

What metrics should a CRM Manager be responsible for tracking and reporting?

Consider having your CRM Manager track customer lifetime value (CLV), customer churn rate, sales conversion rates and email open rates. Monitoring these metrics can help determine if your promotional content resonates with your target audience. You can also use these metrics to test new marketing campaigns and evaluate the effectiveness of your customer-retention strategy.

What level of technical expertise should a CRM Manager have?

The CRM Manager role doesn’t typically require programming or web development experience, but candidates may benefit from having a basic understanding of structured query language (SQL). You might also consider a CRM Manager with experience using application programming interfaces (APIs) to integrate CRM tools with enterprise resource planning (ERP )systems or other software types.

What industries or company sizes benefit most from a dedicated CRM Manager?

Most industries can benefit from a CRM Manager’s skills and knowledge, but the role can be especially helpful in industries with complex customer life cycles. For example, a CRM Manager in the tech industry can help customers understand high-tech products, increasing sales conversions. CRM Managers may also work in healthcare, financial services and hospitality.

What’s the difference between a CRM Manager and a Marketing Automation Manager?

A CRM Manager uses data to improve customer relationships and support other departments. In contrast, a Marketing Automation Manager uses software designed to automate common marketing processes and calculate campaign performance metrics.

Job Description Best Practices
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